TRAINING

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S3 Training

 

Sentrien Systems offers a comprehensive set of end-user training programs that will help your organization to be more efficient and more productive – immediately.

The programs are delivered based on the unique roles and responsibilities in a service organization and can be delivered via web-based self-study, live instructor web-based sessions, or through a custom training curriculum provided by an on-site instructor.

 

Predefined training packages include:

System Administrators

Course Duration:  1/2 Day

Topics covered include:

  • Security/User Access – How to set and control access to sensitive data.
  • Setting Roles/Responsibilities – How to tailor your system to your users’ needs and requirements.
  • Forms and Report Modifications – How to print, edit and modify reports that provide actionable data.
  • System Maintenance – Eliminate costly upgrades and learn how to plan for twice annual automatic updates that keep your system at peak performance.

Field Operations

Course Duration:  Summary – 1 Day / Detailed – 2 Days

Topics covered include:

  • Customer Service – How to manage an inbound call center
  • Scheduling and Dispatch – How to assign the right tech to the right job
  • Team Management – How to assign single or multiple crews to jobs
  • Field Based Asset Management – How to track equipment service history
  • Preventative Maintenance – How to create service contracts
  • Billing Methods – How to created Fixed Fee vs. Time and Materials tickets
  • Contract Management – How to track, assign, and report on contracts

Billing and A/R Managers

Course Duration:  1/2 Day

Topics covered include:

  • Sales Order Processing – How to manage sales within service operations
  • Invoicing – How to convert Sales Orders/Work Tickets to invoices
  • Recurring Billing – How to manage recurring billing and revenue recognition
  • Returns Management – How to manage customer and vendor returns

Field Technicians

Course Duration:  2 hours

Topics covered include:

  • Mobile Platform – How to log in and receive jobs
  • Time Management – How to Start, Pause, and Complete jobs
  • Photo Capture – How to capture before and after work images
  • Approval – How to capture pre- and post-job approvals

Warehouse and Procurement

Course Duration:  1/2 Day

Topics covered include:

  • Inventory Management – How to track parts usage and control costs
  • Truck Stock – How to manage and reserve inventory for open jobs
  • Purchase Order Management – Differentiate supply from inventory replenishment

Sentrien also offers comprehensive NetSuite training for both new and experienced users. Contact us to learn more about our custom NetSuite end user training.

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